PWAM
Pinnacle West Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
7,090
-50
| -0.7% | -$5.05K | 0.5% | 57 |
|
|
2025
Q1 | $785K | Buy |
7,140
+90
| +1% | +$9.9K | 0.57% | 53 |
|
|
2024
Q4 | $889K | Buy |
7,050
+690
| +11% | +$87K | 0.64% | 44 |
|
|
2024
Q3 | $867K | Buy |
6,360
+710
| +13% | +$96.8K | 0.62% | 48 |
|
|
2024
Q2 | $773K | Buy |
5,650
+210
| +4% | +$28.7K | 0.6% | 52 |
|
|
2024
Q1 | $809K | Buy |
5,440
+245
| +5% | +$36.4K | 0.64% | 50 |
|
|
2023
Q4 | $817K | Buy |
5,195
+280
| +6% | +$44K | 0.7% | 49 |
|
|
2023
Q3 | $766K | Buy |
4,915
+340
| +7% | +$53K | 0.75% | 46 |
|
|
2023
Q2 | $820K | Sell |
4,575
-40
| -0.9% | -$7.17K | 0.8% | 46 |
|
|
2023
Q1 | $895K | Buy |
+4,615
| New | +$895K | 0.93% | 40 |
|